Clearwater Capital Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Clearwater Capital Advisors’s Portfolio FYT Stock Details FYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,454	Closed	-$249K	–	191
2018 Q2	$249K	Hold	6,454	–	–	0.05%	172
2018 Q1	$229K	Buy	6,454 +730	+13%	+$26.7K	0.05%	172
2017 Q4	$211K	Hold	5,724	–	–	0.05%	173
2017 Q3	$204K	Buy	+5,724	New	+$193K	0.05%	169

Other funds holding FYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Clearwater Capital Advisors's FYT Position: Q3 2018 in Review

Clearwater Capital Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2018, closing a stake of 6,454 shares — an estimated $249K sold.

Clearwater Capital Advisors first reported a position in FYT in Q3 2017 and held it in 4 quarters. The position peaked at $249K in Q2 2018. 40 funds tracked by Wall St. Rank hold FYT as of Q3 2018.

Clearwater Capital Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 6,454 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2018, an estimated $249K.
Clearwater Capital Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2017 and held it in 4 quarters.
Clearwater Capital Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $249K in Q2 2018.
40 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2018.

Based on Clearwater Capital Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.